HB Wealth Management’s Annaly Capital Management NLY Stock Holding History

HB Wealth Management’s Portfolio NLY Stock Details NLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$506K	Sell	22,647 -2,460	-10%	-$54.3K	﹤0.01%	1104
2026 Q1	$531K	Buy	25,107 +7,624	+44%	+$174K	﹤0.01%	953
2025 Q4	$391K	Buy	+17,483	New	+$381K	﹤0.01%	1003
2023 Q4	–	Sell	-12,578	Closed	-$237K	–	817
2023 Q3	$237K	Buy	12,578 +1,145	+10%	+$22.8K	﹤0.01%	651
2023 Q2	$229K	Buy	+11,433	New	+$222K	﹤0.01%	627
2022 Q1	–	Sell	-3,300	Closed	-$103K	–	610
2021 Q4	$103K	Buy	+3,300	New	+$111K	﹤0.01%	511

Other funds holding NLY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

HB Wealth Management's NLY Position: Q2 2026 in Review

HB Wealth Management reduced its Annaly Capital Management (NLY) stake by 9.8% in Q2 2026, selling an estimated $54.3K and leaving 22,647 shares worth $506K. The position accounts for ﹤0.01% of the portfolio, ranked #1104.

HB Wealth Management first reported a position in NLY in Q4 2021 and has held it in 6 quarters since. The position peaked at $531K in Q1 2026. 784 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

HB Wealth Management held 22,647 shares of Annaly Capital Management worth $506K as of Q2 2026.
HB Wealth Management sold 2,460 Annaly Capital Management shares in Q2 2026, an estimated $54.3K.
Annaly Capital Management made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1104 holding.
HB Wealth Management first reported a position in Annaly Capital Management in Q4 2021 and has held it in 6 quarters since.
HB Wealth Management's Annaly Capital Management position peaked at $531K in Q1 2026.
784 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.